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How to stock-up or transfer stock cards?

This section allows you to create new stock entries or edit already made ones. A stock entry increases the quantity of selected stock items by the amount you specify, and it is performed separately for each warehouse in the administration.

In the tab, you can view the history of all your stock entries. You can filter to display stock entries for a specific warehouse or for a selected period.

By clicking the three dots, you can export the list of your stock entries to a .csv file, sort them by various criteria, or filter what exactly will be displayed. You can also edit or delete stock entries up to 45 days after they have been saved.

Creating a New Stock Entry

To create a new stock entry, go to the Stocks section in the menu on the left, under Stock Entry, and click the button + New Stock Entry.

You can do this manually or automatically.

Manual Stock-up

For a manual stock-up, you must manually enter the date. Stock entries can also be made for past dates. You will enter the document number and the supplier's name. If necessary, you can add any additional details in the Notes section.

After that, click the row marked with the plus symbol +, to add stock cards.
Enter the name of an existing stock card and select it from the list or create a new item (stock card).
Enter the quantity in your selected unit. If needed, you can also adjust the price. Confirm the stock entry by clicking the Create button.

Note: If an item was previously stocked at a specific price and you are now stocking it at a different price, the system will automatically calculate the weighted average from the new price.

Automatic Stock-up

Automatic stock-up work by uploading an electronic delivery note provided by your supplier, instead of a traditional paper invoice. With automatic stock entry, all items are recorded without the need for manually entering individual stock cards, including quantities of materials.

To manage automatic stock entries, go to the Stocks section on the top navigation bar. In the left menu, select + New Stock Entry. Enter the supplier’s name, and a button will appear to upload the electronic delivery note.

Currently, automatic stock entry is available with the following suppliers:

For these suppliers, the following formats are supported for uploading electronic delivery invoice:

If you wish to enable automatic stock entry in your business, contact your supplier before purchasing materials. Ask them to send the electronic delivery note along with the traditional paper version.

How to Edit a Stock Entry

  • To remove a specific stock entry, click on the trash icon.
  • To edit a specific stock entry, click on the pencil icon. A stock entry can only be edited up to 45 days back. Thanks to the stock transfer, you can move stock items from one warehouse to another.

How to Perform a Stock Transfer

Go to the Stock Transfer subsection. In the left list, choose the warehouse from which you will transfer items. Then click on the button + New Stock Transfer. Select the warehouse where you want to transfer the items.

A new window will open where you can define the details of the transfer, such as:

  • Transfer Date (current or in the past).
  • Add a Note.
  • Select the stock items you are transferring.
  • Enter the quantity of the items being transferred to the new warehouse.

To save the transfer, click the Add button.

Note 1: The quantity of the selected stock items will change in both warehouses – the amount will decrease in the warehouse from which you are transferring, and it will increase in the warehouse to which you are adding the items.
Note 2: The quantity of the selected stock items will change in both warehouses – the amount will decrease in the warehouse from which you are transferring, and it will increase in the warehouse to which you are adding the items.

 

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